Zoho Creator: Create a Widget which uses JavaScripthttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 how to create your first widget in a MacOS environment. I aim to create a WindowsPC version of this document at some point for my colleagues. The below instructions follow a fresh install as if this is the first time this computer has created a Zoho...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)http://mail.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 app with the scope: ZohoCRM.modules.ALL (potentially you could try just using ZohoCRM.modules.Attachments.READ but at this point I couldn't be asked). Then publish the report of this form (eg. "Download File Report") and get the long publish key it...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record. How? So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary CRM modules called a...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Standard Setup for Tax Rateshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: Using Criteria with Module Record Counthttp://mail.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 or ZohoCRM.settings.ALL as well; I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type :GET connection:"zcrm"...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Render to PDF with margins and page numbershttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 +44 (0)1234 567890 sales@mycompany.com QUOTE The Quick Answer: the footer This repeats the footer on every page. The key point is the HTML attribute zcpage-footerhtml; but note the 3 other CSS classes zcpage-pagenumber, currentPageNumber, and...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 Now we need the webhook added to ZohoSign so that when a document is completed, it tells ZohoCRM. First, let's create an endpoint for the webhook in ZohoCRM: Login to ZohoCRM > Setup > Functions > and hover the mouse over the function you just created...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Convert Hex to RGBhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

11 October 2024 color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some point as an input but at the time of print, this hasn't happened yet. Here's a function in deluge that takes a 3 or 6 character hexadecimal...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Remove Duplicate Product Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID ascending)...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoBooks: Broken UK Banking Feedhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

16 October 2025 then to reconcile these. This particular case covers where the Cx had a working automatic bank feed for a while but at some point simply stopped working. How? First let's go through a resolution and get the official response on what impact this has on...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Windows 7 and Google Chrome incognito mode by defaulthttp://mail.joellipman.com/articles/google/windows-7-and-google-chrome-incognito-mode-by-default.html

24 March 2010 the word -incognito (including the hyphen/dash) to the end of the Target value Ok that and see if it works Note that if in point 4, if there are any spaces in that value, you should add a double-quote character to the beginning and end of the location...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

The greatest invention in IThttp://mail.joellipman.com/hardware/the-greatest-invention-in-it.html

13 September 2012 future-proof and as everlasting as human error. More? "By [undoing] repeatedly, you can gradually work your way back to a point before your mistake. This is convenient if you've made a mistake four or five commands back. It is marginally useful if...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Joomla Development: Possible XML Filtershttp://mail.joellipman.com/articles/cms/joomla/joomla-development-possible-xml-filters.html

17 October 2013 to be an Integer UINT Forces the value to be an absolute number (-4.2 becomes 4.2) FLOAT Forces the value to be a floating point value BOOL Forces the value to be true or false WORD Strips anything that is not letters (including numbers) ALNUM Forces...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: en-GB

Zoho Deluge - Regex to Strip all non-numeric charactershttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-regex-to-strip-all-non-numeric-characters.html

25 March 2019 // yields 30 And if working with money/currencies, a one liner to maintain the decimal point v_SalesAmount = "Total : £ 5.00"; v_SalesAmount = v_SalesAmount.replaceAll("[^0-9.]",""); // yields 5.00

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *